Institutional Ownership Coca Cola CO (KO)
This table provides information about the institutional ownership of Coca Cola CO (KO). We have compiled data on the 3,355 institutions that hold shares in the stock, with a total of 3.03 Billion shares, which have been reported (via 13F filing form) to have a value of $213 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
N.E.W. Advisory Services LLC
|
Aug 02, 2024 Q2 2024 |
9,972
shares
|
$702,228
0.07% of portfolio
|
Q2 2024
Reduced 6.59%
|
|
Taylor Hoffman Wealth Management
Richmond, VA |
Aug 09, 2024 Q2 2024 |
9,950
shares
|
$700,679
0.26% of portfolio
|
Q1 2024
Reduced 3.17%
|
|
Cambridge Advisors Inc.
|
Jul 11, 2024 Q2 2024 |
9,938
shares
|
$699,833
0.15% of portfolio
|
Q2 2024
Added 11.68%
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Aug 12, 2024 Q2 2024 |
9,916
shares
|
$698,284
0.52% of portfolio
|
Q2 2024
Added 177.22%
|
|
Accredited Investors Inc.
|
Jul 19, 2024 Q2 2024 |
9,906
shares
|
$697,580
0.04% of portfolio
|
Q2 2024
Added 8.92%
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
9,897
shares
|
$696,946
0.05% of portfolio
|
Q3 2024
Added 1.01%
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
9,882
shares
|
$695,890
0.09% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Aug 13, 2024 Q2 2024 |
9,878
shares
|
$695,608
0.32% of portfolio
|
Q2 2024
Added 0.42%
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Oct 09, 2024 Q3 2024 |
9,872
shares
|
$695,186
0.15% of portfolio
|
Q3 2024
Added 25.44%
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
9,871
shares
|
$695,115
0.34% of portfolio
|
Q4 2022
Reduced 1.52%
|
|
Journey Advisory Group, LLC
|
Aug 02, 2024 Q2 2024 |
9,852
shares
|
$693,777
0.08% of portfolio
|
Q2 2024
Reduced 4.25%
|
|
Donoghue Forlines LLC
|
Aug 06, 2024 Q2 2024 |
9,844
shares
|
$693,214
0.18% of portfolio
|
Q2 2024
Reduced 6.58%
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Aug 29, 2024 Q2 2024 |
9,834
shares
|
$692,510
0.2% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 31, 2024 Q2 2024 |
9,824
shares
|
$691,806
0.17% of portfolio
|
Q2 2024
Added 1.56%
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
9,822
shares
|
$691,665
0.13% of portfolio
|
Q3 2024
Added 0.16%
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Aug 13, 2024 Q2 2024 |
9,809
shares
|
$690,749
0.09% of portfolio
|
Q2 2024
Added 3.2%
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
9,804
shares
|
$690,397
0.02% of portfolio
|
Q2 2024
Reduced 75.4%
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
9,792
shares
|
$689,552
0.15% of portfolio
|
Q2 2024
Added 0.05%
|
|
Councilmark Asset Management, LLC
Knoxville, TN |
Jul 31, 2024 Q2 2024 |
9,776
shares
|
$688,425
0.44% of portfolio
|
Q1 2024
New holding
|
|
Tarbox Family Office, Inc.
|
Jul 16, 2024 Q2 2024 |
9,769
shares
|
$687,932
0.11% of portfolio
|
Q1 2024
Added 32.07%
|
|
9258 Wealth Management, LLC
|
Aug 02, 2024 Q2 2024 |
9,756
shares
|
$687,017
0.1% of portfolio
|
Q2 2024
Added 6.45%
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Jul 31, 2024 Q2 2024 |
9,755
shares
|
$686,947
0.32% of portfolio
|
Q2 2024
Added 5.25%
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
9,746
shares
|
$686,313
0.21% of portfolio
|
Q3 2024
Added 5.48%
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
9,714
shares
|
$684,059
0.04% of portfolio
|
Q2 2024
Reduced 11.25%
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
9,690
shares
|
$682,369
0.09% of portfolio
|
Q3 2024
Added 35.56%
|